ACCOUNTANT I

Responsible for Private Contract and Private Grant Agencies. Duties include: compliance to fiduciary and agency protocols, financial reporting, cash and expenditure reconciliation, expenditure monitoring, and problem resolution. Posting of wire and check payments received into specific award revenue accounts and Accounts Receivable. Knowledgeable in specific agency policy, U.C. policy, specific agency databases, and fund accounting.

Minimum Requirements

B.A. degree in Accounting plus a minimum of 2 years of relevant accounting experience, or equivalent combination of education and experience.

Demonstrated proficiency in Excel.

Strong analytical skills and the ability to communicate effectively.

Excellent customer service skills.

Ability to perform multiple tasks, simultaneously, with frequent interruptions.

Desirable Requirements

Work experience in contracts and grants administration.

Knowledgeable in fund accounting.

MS Word experience.

Peoplesoft experience a plus.

Knowledgeable in specific agency policy,specific agency databases, and fund accounting.

Knowledgeable of UC policies.

Special Conditions of Employment

A little help? Go to Driver’s License Requirements or Background Check Guidelines

Satisfactory completion of a fingerprint background check

Other Special Conditions of Employment

Occasional overtime during peak periods.

Other Recruitment Notes

Please note: UCSB is implementing a new job classification system, Career Tracks, with effective dates of May 1, 2018 for exempt employees and May 6, 2018 for non-exempt employees. The payroll title for the position for which you have applied may change at the time of hire or on the effective dates above. This change will not impact job duties, responsibilities or the pay rate offered for the position. For more information about Career Tracks, visit: https://www.hr.ucsb.edu/compensation/career-tracks

Optional Applicant Documents

Other Document (1)

Other Document (2)

Other Document (3)

Required Applicant Documents

Resume

Cover Letter

Job Description

FLSA Exemption Status

A little help? Go to Exempt vs. Non-Exempt Employees

Non-exempt

CBU (Collective Bargaining Unit)

99 – Non-Represented (PPSM)

ERC (Employee Relations Code)

E

Grade Type

PSS

Grade Type

Grade Type

Grade Type

Grade Type

Grade

2

End Date for Other Appointment Type (e.g., Contract or 18-month Career)

Provision Number

Type of Supervision Received

A little help? Go to Degree of Supervision

Supervision

Knowledge, Skills and Abilities

Physical Requirements

Continuously=Activity occurs > 66%

Frequently=Activity occurs 33% to 66%

Occasionally=Activity occurs < 33%

Not Applicable=Activity does not exist

Stand

FREQ.

Walk

CONTIN.

Sit

FREQ.

Bend

OCCAS.

Crouch/Squat

N/A

Kneel/Crawl

N/A

Climb

OCCAS.

Reach above shoulder level

CONTIN.

Use keyboard/mouse

CONTIN.

Hand Activities: Fine dexterity

CONTIN.

Hand Activities: Hand twisting

CONTIN.

Hand Activities: Simple grasping

N/A

Hand Activities: Power grasping

N/A

Other (please specify activity)

Frequency of Other Activity

OCCAS.

Lifting Activities: Light lifting (< 20 lbs)

OCCAS.

Lifting Activities: Moderate lifting (20-50 lbs)

N/A

Lifting Activities: Heavy lifting (>50 lbs)

N/A

Push/Pull Activities: Light pushing/pulling (< 20 lbs of force)

OCCAS.

Push/Pull Activities: Moderate pushing/pulling (20-50 lbs of force)

N/A

Push/Pull Activities: Heavy pushing/pulling (>50 lbs of force)

N/A

Mental Requirements

Read/Comprehend

CONTIN.

Write

CONTIN.

Perform Calculations

CONTIN.

Communicate Orally

CONTIN.

Reason and Analyze

N/A

Other (please specify activity)

Frequency of Other Activity

N/A

Environmental Requirements

Is exposed to excessive noise

N/A

Is around moving machinery

N/A

Is exposed to marked changes in temperature and/or humidity

N/A

Is exposed to dust

N/A

Is exposed to fumes

N/A

Is exposed to gases

N/A

Is exposed to radiation

N/A

Is exposed to microwave

N/A

Drives motorized equipment

N/A

Works in confined quarters

N/A

Other (please specify activity)

Frequency of Other Activity

N/A

Job Duties

Total Percentage of Duties: 100

4

Records

Order of

Imp

Essen

Duty

%

Freq.

Function

Duties

1

Yes

70

Daily

Private Contracts & Grants

Controls, reports, and maintains Private Contracts and Grants to ensure compliance to fiduciary and agency protocol. Prepares fiscal and final financial reports on an interim basis. Reconciles indirect cost, cash, and expenditure overview. Responsible for resolving issues pertaining private contracts and grants.

2

Yes

25

Daily

Posting Wire & Check Payments Received

Accountant receives wire payment information and checks received on a daily basis and posts the payments to specific award revenue accounts and accounts receivable postings. Requires extensive research into various databases including General Ledger A/R accounts, Excel spreadsheets, Data Warehouse, and other internal record keepings. Requires strong reconciliation and researching skills.

3

Yes

3

Daily

STIP Appropriation

Appropriates interest to Private Grants on a quarterly basis. Performs F&A calculations and prepares budget journals.

4

Yes

2

Daily

Outside Work-Study Agencies

Reviews cash balances on an interim basis and coordinates with Financial Aid refunds from the outside agencies. Prepares income, benefit, accrual, receivable, and budget journals at fiscal year to clear cash balances.